Plan: OPEN | Option: Growth | Sonam Udasi

20 Dec 24 | 12:00 AM

38.39 -1.87 (-4.64%)

  • Underperforms

    10.65%

    Return (1Y)

    underperformed Nifty Financial Services TRI by -1.73%

  • Less Volatile

    1.00%

    Standard Deviation (1Y)

    Lower Equity - Banking by -0.10%

  • Consistent

    7/12

    Months

    Has beaten Equity - Banking

  • Value research rating

Stock Composition

NAV

Scheme Trivia

  • Tata Banking & Financial Services Fund (G) fund has been the 8th best in the 5Y SIP performance in the Equity - Banking category

  • Tata Banking & Financial Services Fund (G) fund has been the 8th best in the 3Y SIP performance in the Equity - Banking category

  • Tata Banking & Financial Services Fund (G) fund has been the 8th best in the 1Y SIP performance in the Equity - Banking category

Critical Parameters

Everyone of us wants to create wealth by investing in top funds. Have a look at the key parameters that you need to check before deciding to invest in a mutual fund.

Returns

In last 1 year Tata Banking & Financial Services Fund (G), has beaten by -1.73% (CAGR difference)

10.65%

Underperforms

This is Alpha

Performance Chart for Rs

Invested in

Risk

In last 1 year , the volatility of Tata Banking & Financial Services Fund (G) is Lower than by -0.10%

1.00%

Less Volatile

Risk Meter

Peer Comparison on Risk - Return

Consistency

For 7 out of Last 12 Months, i.e 58.33% of the times It beaten its benchmark, Equity - Banking

Consistency Meter

Outperforming Stocks Vs. Underperforming Stocks

Based on the last 1year analysis, currently there are, the benchmark the benchmark

View Stock Composition